Gray Robert Long

Financial advisor at Donaldson Capital Management LLC · Atlanta, GA

Last updated 2026-10-10

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Gray Robert Long is a financial advisor at Donaldson Capital Management LLC in Atlanta, GA, CRD 8073040. Licenses and exams on the registration: Series 65. IAPD registration began 2025-05-22.

Registration

CRD number
8073040
Registration status
Active
IAPD registration
2025-05-22
Industry Experience
1 year
Work Experience
11 years
States registered
GA

Licenses and exams

  • Series 65

Work history

  • 2019-05 to 2019-08 · T & Brothers Construction · Griffin, GA
  • 2020-08 to 2020-11 · Athens Academy · Athens, GA
  • 2021-05 to 2021-08 · Vacayzen · Santa Rosa Beach, FL
  • 2022-05 to 2022-09 · University of Georgia Golf Course · Athens, GA
  • 2024-03 to Present · Donaldson Capital Management, LLC · Atlanta, GA
  • 2019-08 to 2023-12 · University of Georgia · Athens, GA
  • 2023-12 to 2024-03 · Unemployed · Athens, GA
  • 2015-04 to 2019-05 · Unemployed · Griffin, GA

Current employment

SEC IAPD record for Gray Robert Long

Donaldson Capital Management LLC

Regulatory AUM
$3,463,957,899
Registered advisors
46
Offices
16
Clients per advisor
40.0 (Low)
Average AUM per client
$1.9M (Low)
High-net-worth client ratio
38.7% (Moderate)

Donaldson Capital Management LLC: advisors, services and reported ETF investments

About

Gray Robert Long is a financial advisor at Donaldson Capital Management LLC in Atlanta, GA. Reported securities licenses include Series 65. The latest record indicates 1 year of industry experience and 11 years of reported work history.

Donaldson Capital Management LLC's firm-level Form ADV reports 46 advisors across 16 offices; approximately 40.0 clients per advisor, average assets per client of $1,884,634, and regulatory AUM of $3.5B; client categories including Individuals (non-HNW), High net worth individuals, Banking or thrift institutions, Pension and profit-sharing plans, Charitable organizations, and State or municipal government entities; services including Financial Planning Services, Portfolio Management: Individuals and Small Businesses, Portfolio Management: Pooled Investment Vehicles, Portfolio Management: Businesses or Institutional Clients, and Pension Consulting Services.

What this firm offers

Filed by Donaldson Capital Management LLC on Form ADV.

Client services

  • Financial Planning Services
  • Individuals and Small Businesses
  • Pooled Investment Vehicles
  • Businesses or Institutional Clients
  • Pension Consulting Services
  • Publication of Periodicals or Newsletters
  • Educational Seminars or Workshops
  • Other Advisory Service

Fee options

  • Percentage of Assets Under Management
  • Fixed Fees (Other Than Subscription)

Location

6600 Peachtree Dunwoody Rd, Atlanta, GA 30328

1 advisor at this office.

Donaldson Capital Management office in Atlanta, GA

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Contact

The firm's filed contact details.

Official record

View the official SEC IAPD record

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